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WealthTrust Axiom’s Pinnacle West Capital PNW Stock Holding History

WealthTrust Axiom’s Portfolio PNW Stock Details PNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$235K Hold
2,200
– – 0.05% 260
2026
Q1 		$222K Buy
+2,200
New +$212K 0.05% 249
2025
Q3 		– Sell
-2,500
Closed -$224K – 277
2025
Q2 		$224K Hold
2,500
– – 0.07% 223
2025
Q1 		$238K Hold
2,500
– – 0.07% 214
2024
Q4 		$212K Hold
2,500
– – 0.06% 227
2024
Q3 		$221K Buy
+2,500
New +$213K 0.07% 227

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthTrust Axiom's PNW Position: Q2 2026 in Review

WealthTrust Axiom held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 2,200 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #260.

WealthTrust Axiom first reported a position in PNW in Q3 2024 and has held it in 6 quarters since. The position peaked at $238K in Q1 2025. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • WealthTrust Axiom held 2,200 shares of Pinnacle West Capital worth $235K as of Q2 2026.
  • WealthTrust Axiom left its Pinnacle West Capital share count unchanged in Q2 2026.
  • Pinnacle West Capital made up 0.05% of WealthTrust Axiom's portfolio in Q2 2026, its #260 holding.
  • WealthTrust Axiom first reported a position in Pinnacle West Capital in Q3 2024 and has held it in 6 quarters since.
  • WealthTrust Axiom's Pinnacle West Capital position peaked at $238K in Q1 2025.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.